Services

R. A. Peterson Associates is an independent financial advisory firm. This means you will never receive cookie-cutter advice based on someone else’s criteria, but advice tailored for you, your goals and dreams. At our firm we take the time to help you discover your financial objectives in language you understand.

The firm’s sophisticated back-room capabilities allow it to provide full record keeping and accounting for individual and business retirement plans, endowments, trusts, charitable accounts and other vehicles. Investments include:

Stocks

Bonds

Mutual funds

Certificates of deposit

Real estate investment trusts

Alternative Investments

Account types include regular taxable, regular IRA, SEP IRA, Roth IRA’s, trust accounts, as well as other accounts tailored to the needs of the client. The firm is able to manage assets in all 50 states.

Have you changed jobs recently? We’ll be glad to convert your qualified plan to an IRA Rollover Account.

At R. A. Peterson Associates we use sophisticated investment tools and online reporting services that help us identify investment opportunities that fit your needs.

As a fee-only advisor we avoid the incentives to trade that exist in broker dealer firms. We find investments to meet your needs, not the needs of anyone else. We have created an institutional relationship with Charles Schwab, to provide you with timely and economical trades as well as prompt monthly reporting.

You want to know that you are placing your future in the hands of a firm you can trust, with people who have the background and integrity you seek. R. A. Peterson Associates, LLC is that firm.